SOLID| TRANSPARENT

Since 1991, TWM has built a solid reputation on careful stewardship and a transparent, fee-only model that eliminates hidden costs and conflicts of interest.

LIMITED| COMPREHENSIVE

We advise an intentionally-limited number of clients because keeping a low client-to-adviser ratio allows us to offer each client comprehensive service.

CONSERVATIVE|INNOVATIVE

TWM's track record for innovative thinking is balanced by our conservative insistence on asking, "what could go wrong?" and creating appropriate margins of safety.

MACRO|MICRO

With a macro view of each client's long-range objectives and micro attention to the details of planning, we help clients achieve financial independence.

OBJECTIVE|PERSONAL

We have created a model of objective, unbiased decision-making that is the foundation of our investment thinking and client-centric service.

 

Grounded in experience, driven by innovation, focused on you...

Founded in 1991, TWM is an SEC registered investment adviser providing comprehensive investment counseling and financial planning services to an intentionally limited number of clients.

The firm’s location in Concord, Massachusetts exemplifies our rich history as an investment fiduciary, independent in thought and operation, and as a pioneering adopter of the fee-only client model. Clients value our ability to think and act in their best interests, while providing careful, knowledgeable, longsighted, and yet innovative stewardship of their personal and business finances.

Shaped by the experience and convictions of our principals, the articulation of these values and best practices serves as both compass and map for our firm and its clients.

New clients by referral only.

 

Thinking Aloud Blog

Timely updates & timeless wisdom from TWM

 
 
 

Private Client Center

 

Client Log In and resources

 
 
 

401(k) Plan Center

401(k) Client Center

Services & Resources for 401(k) Plans & Participants

 

About Us

CLIENT ACCESS

401K PLANS

Thinking Aloud Blog

Here’s a plus for passive investingover active: lower taxes. Taxes ...

Contact Us

30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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